Edward Jones - Financial Advisor: Nick Bodnar, CFP

08/06/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

08/03/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

07/27/2026

From the locker room to life after the game, Edward Jones is committed to helping student-athletes build lasting financial success. As the proud wealth management partner of Duke University Basketball, Carolina Basketball, and University of Oregon Athletics, we're bringing financial education workshops directly to the next generation of leaders.

Because the best game plan is the one that sets you up for lasting success — both in sports and beyond.

Read the full announcement here: https://bit.ly/4wqjuAO



DISCLOSURE: Learfield Sports, LLC, Duke University, University of North Carolina at Chapel Hill, and the University of Oregon are not current clients of Edward Jones. These entities were compensated for these endorsements. For more information, visit https://bit.ly/4vNBhRn.

07/23/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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07/20/2026

If you’ve built a portfolio containing an appropriate mix of investments, based on your goals and risk tolerance, you’ve got a good foundation to help you withstand a down market.

Strategies for every stage

07/16/2026

Big wins often start with smart planning. Whether you’re in your rookie season or nearing retirement, a thoughtful game plan can help you work toward what matters most.

Edward Jones is proud to be the Official Wealth Management Partner of Duke Basketball. This legendary program knows the importance of teamwork and planning for what’s ahead. And so do we. Let’s build a financial strategy that works for your life.

Learfield Sports, LLC and Duke University are not current clients of Edward Jones. These entities were compensated for these endorsements. For more information, visit https://bit.ly/44Cgfdp.

07/16/2026

Big wins often start with smart planning. Whether you’re in your rookie season or nearing retirement, a thoughtful game plan can help you work toward what matters most.

Edward Jones is proud to be the Official Wealth Management Partner of Carolina Basketball. This legendary program knows the importance of teamwork and planning for what’s ahead. And so do we. Let’s build a financial strategy that works for your life.

Learfield Sports, LLC and the University of North Carolina at Chapel Hill are not current clients of Edward Jones. These entities were compensated for these endorsements. For more information, visit https://bit.ly/4f7AR3o.

07/14/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

07/09/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/3QKdlQD

07/06/2026

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.